Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$9.8M
Filings through .
Brown Capital Management Holdings, Inc.
EIN 81-1880665investment managementLatest filing 2025
Plans
2
Retirement
2
$221.1M assets
Health & Benefits
0
Participants
88
1201 N CALVERT ST - BALTIMORE, MD 21201443-573-6414browncapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $221.1M assets / 88 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
BROWN CAPITAL MANAGEMENT ESOP
ESOP
Assets$211.4M
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BROWN CAPITAL MANAGEMENT HOLDI 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$9.8M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BROWN CAPITAL MANAGEMENT ESOP | ESOP | $211.4M | 49 | 2025 |
| #002 | BROWN CAPITAL MANAGEMENT HOLDI 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $9.8M | 39 | 2025 |
- #003 · ESOP · 202549
- #002 · 401(k) · 202539
Retirement plans